alex7freyApr 28, 20221 min readHCI and the Discovery of Worlds Largest Deep-Water Oil FieldThe Venus-1X offshore exploration well has discovered 11,3bn barrels of oil (BOE) off the coast of Namibia. This could be the worlds...
alex7freyApr 27, 20221 min readEllies I know there's quite a few Ellies investors here on #fintwit but I'm just not sure I see the value. - EBITDA losses in 3 of the last 5...
alex7freyApr 27, 20221 min readThungela Long Term OutlookAt these levels I think Thungela is overpriced. There I said it. #JSETGA was spun-off from Anglo #JSEAGL just last year on the back of...
alex7freyApr 27, 20221 min readOneLogix Special SituationOneLogix is currently trading on a P/NAV of 0,75. To the value investor this would seem like an obvious buy. You're buying R1 in assets...